Client-Focused Mortgage Solutions Advisor

RHB Group; Petaling Jaya; On-site; MYR 60,000 - 96,000; Full time

Job summary

RHB Group is seeking a dynamic mortgage sales professional to identify and engage potential clients in Malaysia, assess financial needs, and offer suitable mortgage solutions. You will guide applicants through the full process, maintaining relationships with agents and developers while keeping pace with market shifts.

The role emphasizes strong communication, independence, and a customer-centric approach to help clients achieve their financial goals within a regulatory framework.

Qualifications

• Experience in mortgage or financial sales or consultative sales.
• Strong knowledge of mortgage products and regulatory environment.
• Excellent communication and interpersonal skills.

Responsibilities

• Proactively identify and engage with potential customers to understand their financial needs and property goals.
• Evaluate customer financial profiles and recommend suitable mortgage products and solutions.
• Guide customers through the mortgage application and approval process.
• Achieve and exceed individual sales targets through lead generation and conversion.
• Build and maintain relationships with real estate agents, developers, and referral partners.
• Stay up-to-date with market trends, regulatory changes, and new mortgage products.

Skills

Mortgage sales

Customer service

Sales targeting

Financial advisory

Job description

RHB Group is seeking a dynamic mortgage sales professional to identify and engage potential clients in Malaysia, assess financial needs, and offer suitable mortgage solutions. You will guide applicants through the full process, maintaining relationships with agents and developers while keeping pace with market shifts.

The role emphasizes strong communication, independence, and a customer-centric approach to help clients achieve their financial goals within a regulatory framework.